Civic Intelligence

Homer Bonner Jacobs Ortiz, P.A.

Plan context: Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan

EIN 59-2648226 • Miami, FL • 23 filings • 6 plans

1441 Brickell Ave Ste 1200Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$11,737,072

2024 Contributions

$392,568

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,737,072$5,868,536$0200020132024YearValue
$11,737,072Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150200020142024YearValue
24Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024124$11,737,072$392,568$16,357iApproximate average salary by contribution assumption: employee only about $408,925 at 4% or $272,617 at 6%; with 50% employer match about $272,617 at 4% or $181,744 at 6%; with 100% employer match about $204,463 at 4% or $136,308 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-24$11,737,072$392,568$16,357iApproximate average salary by contribution assumption: employee only about $408,925 at 4% or $272,617 at 6%; with 50% employer match about $272,617 at 4% or $181,744 at 6%; with 100% employer match about $204,463 at 4% or $136,308 at 6%.
2023124$10,016,630$322,277$13,428iApproximate average salary by contribution assumption: employee only about $335,705 at 4% or $223,803 at 6%; with 50% employer match about $223,803 at 4% or $149,202 at 6%; with 100% employer match about $167,853 at 4% or $111,902 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-24$10,016,630$322,277$13,428iApproximate average salary by contribution assumption: employee only about $335,705 at 4% or $223,803 at 6%; with 50% employer match about $223,803 at 4% or $149,202 at 6%; with 100% employer match about $167,853 at 4% or $111,902 at 6%.
2022126$8,487,257$384,613$14,793iApproximate average salary by contribution assumption: employee only about $369,820 at 4% or $246,547 at 6%; with 50% employer match about $246,547 at 4% or $164,365 at 6%; with 100% employer match about $184,910 at 4% or $123,273 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-26$8,487,257$384,613$14,793iApproximate average salary by contribution assumption: employee only about $369,820 at 4% or $246,547 at 6%; with 50% employer match about $246,547 at 4% or $164,365 at 6%; with 100% employer match about $184,910 at 4% or $123,273 at 6%.
2021128$9,841,812$1,722,347$61,512iApproximate average salary by contribution assumption: employee only about $1,537,810 at 4% or $1,025,207 at 6%; with 50% employer match about $1,025,207 at 4% or $683,471 at 6%; with 100% employer match about $768,905 at 4% or $512,603 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-28$9,841,812$1,722,347$61,512iApproximate average salary by contribution assumption: employee only about $1,537,810 at 4% or $1,025,207 at 6%; with 50% employer match about $1,025,207 at 4% or $683,471 at 6%; with 100% employer match about $768,905 at 4% or $512,603 at 6%.
2020128$7,261,242$348,188$12,435iApproximate average salary by contribution assumption: employee only about $310,882 at 4% or $207,255 at 6%; with 50% employer match about $207,255 at 4% or $138,170 at 6%; with 100% employer match about $155,441 at 4% or $103,627 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-28$7,261,242$348,188$12,435iApproximate average salary by contribution assumption: employee only about $310,882 at 4% or $207,255 at 6%; with 50% employer match about $207,255 at 4% or $138,170 at 6%; with 100% employer match about $155,441 at 4% or $103,627 at 6%.
2019121$6,654,757$325,045$15,478iApproximate average salary by contribution assumption: employee only about $386,958 at 4% or $257,972 at 6%; with 50% employer match about $257,972 at 4% or $171,981 at 6%; with 100% employer match about $193,479 at 4% or $128,986 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-21$6,654,757$325,045$15,478iApproximate average salary by contribution assumption: employee only about $386,958 at 4% or $257,972 at 6%; with 50% employer match about $257,972 at 4% or $171,981 at 6%; with 100% employer match about $193,479 at 4% or $128,986 at 6%.
2018124$5,354,528$264,198$11,008iApproximate average salary by contribution assumption: employee only about $275,206 at 4% or $183,471 at 6%; with 50% employer match about $183,471 at 4% or $122,314 at 6%; with 100% employer match about $137,603 at 4% or $91,735 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-24$5,354,528$264,198$11,008iApproximate average salary by contribution assumption: employee only about $275,206 at 4% or $183,471 at 6%; with 50% employer match about $183,471 at 4% or $122,314 at 6%; with 100% employer match about $137,603 at 4% or $91,735 at 6%.
2017126$5,780,740$258,381$9,938iApproximate average salary by contribution assumption: employee only about $248,443 at 4% or $165,629 at 6%; with 50% employer match about $165,629 at 4% or $110,419 at 6%; with 100% employer match about $124,222 at 4% or $82,814 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-26$5,780,740$258,381$9,938iApproximate average salary by contribution assumption: employee only about $248,443 at 4% or $165,629 at 6%; with 50% employer match about $165,629 at 4% or $110,419 at 6%; with 100% employer match about $124,222 at 4% or $82,814 at 6%.
2016125$4,650,367$244,337$9,773iApproximate average salary by contribution assumption: employee only about $244,337 at 4% or $162,891 at 6%; with 50% employer match about $162,891 at 4% or $108,594 at 6%; with 100% employer match about $122,168 at 4% or $81,446 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-25$4,650,367$244,337$9,773iApproximate average salary by contribution assumption: employee only about $244,337 at 4% or $162,891 at 6%; with 50% employer match about $162,891 at 4% or $108,594 at 6%; with 100% employer match about $122,168 at 4% or $81,446 at 6%.
2015127$4,096,509$240,327$8,901iApproximate average salary by contribution assumption: employee only about $222,525 at 4% or $148,350 at 6%; with 50% employer match about $148,350 at 4% or $98,900 at 6%; with 100% employer match about $111,263 at 4% or $74,175 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-27$4,096,509$240,327$8,901iApproximate average salary by contribution assumption: employee only about $222,525 at 4% or $148,350 at 6%; with 50% employer match about $148,350 at 4% or $98,900 at 6%; with 100% employer match about $111,263 at 4% or $74,175 at 6%.
2014128$4,006,545$426,804$15,243iApproximate average salary by contribution assumption: employee only about $381,075 at 4% or $254,050 at 6%; with 50% employer match about $254,050 at 4% or $169,367 at 6%; with 100% employer match about $190,538 at 4% or $127,025 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-28$4,006,545$426,804$15,243iApproximate average salary by contribution assumption: employee only about $381,075 at 4% or $254,050 at 6%; with 50% employer match about $254,050 at 4% or $169,367 at 6%; with 100% employer match about $190,538 at 4% or $127,025 at 6%.
2013126$3,526,804$253,946$9,767iApproximate average salary by contribution assumption: employee only about $244,179 at 4% or $162,786 at 6%; with 50% employer match about $162,786 at 4% or $108,524 at 6%; with 100% employer match about $122,089 at 4% or $81,393 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-26$3,526,804$253,946$9,767iApproximate average salary by contribution assumption: employee only about $244,179 at 4% or $162,786 at 6%; with 50% employer match about $162,786 at 4% or $108,524 at 6%; with 100% employer match about $122,089 at 4% or $81,393 at 6%.
2012126$2,856,087$223,289$8,588iApproximate average salary by contribution assumption: employee only about $214,701 at 4% or $143,134 at 6%; with 50% employer match about $143,134 at 4% or $95,423 at 6%; with 100% employer match about $107,350 at 4% or $71,567 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-26$2,856,087$223,289$8,588iApproximate average salary by contribution assumption: employee only about $214,701 at 4% or $143,134 at 6%; with 50% employer match about $143,134 at 4% or $95,423 at 6%; with 100% employer match about $107,350 at 4% or $71,567 at 6%.
2011129$2,298,004$233,384$8,048iApproximate average salary by contribution assumption: employee only about $201,193 at 4% or $134,129 at 6%; with 50% employer match about $134,129 at 4% or $89,419 at 6%; with 100% employer match about $100,597 at 4% or $67,064 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-29$2,298,004$233,384$8,048iApproximate average salary by contribution assumption: employee only about $201,193 at 4% or $134,129 at 6%; with 50% employer match about $134,129 at 4% or $89,419 at 6%; with 100% employer match about $100,597 at 4% or $67,064 at 6%.
2010125$2,122,678$215,067$8,603iApproximate average salary by contribution assumption: employee only about $215,067 at 4% or $143,378 at 6%; with 50% employer match about $143,378 at 4% or $95,585 at 6%; with 100% employer match about $107,534 at 4% or $71,689 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-25$2,122,678$215,067$8,603iApproximate average salary by contribution assumption: employee only about $215,067 at 4% or $143,378 at 6%; with 50% employer match about $143,378 at 4% or $95,585 at 6%; with 100% employer match about $107,534 at 4% or $71,689 at 6%.
2009123$1,730,073$207,960$9,042iApproximate average salary by contribution assumption: employee only about $226,043 at 4% or $150,696 at 6%; with 50% employer match about $150,696 at 4% or $100,464 at 6%; with 100% employer match about $113,022 at 4% or $75,348 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-23$1,730,073$207,960$9,042iApproximate average salary by contribution assumption: employee only about $226,043 at 4% or $150,696 at 6%; with 50% employer match about $150,696 at 4% or $100,464 at 6%; with 100% employer match about $113,022 at 4% or $75,348 at 6%.
2008123$1,382,989$212,444$9,237iApproximate average salary by contribution assumption: employee only about $230,917 at 4% or $153,945 at 6%; with 50% employer match about $153,945 at 4% or $102,630 at 6%; with 100% employer match about $115,459 at 4% or $76,972 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-23$1,382,989$212,444$9,237iApproximate average salary by contribution assumption: employee only about $230,917 at 4% or $153,945 at 6%; with 50% employer match about $153,945 at 4% or $102,630 at 6%; with 100% employer match about $115,459 at 4% or $76,972 at 6%.
2007119$1,938,867$211,218$11,117iApproximate average salary by contribution assumption: employee only about $277,918 at 4% or $185,279 at 6%; with 50% employer match about $185,279 at 4% or $123,519 at 6%; with 100% employer match about $138,959 at 4% or $92,639 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-19$1,938,867$211,218$11,117iApproximate average salary by contribution assumption: employee only about $277,918 at 4% or $185,279 at 6%; with 50% employer match about $185,279 at 4% or $123,519 at 6%; with 100% employer match about $138,959 at 4% or $92,639 at 6%.
2006119$1,717,773$182,046$9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,460 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-19$1,717,773$182,046$9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,460 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%.
2005117$1,371,656$204,869$12,051iApproximate average salary by contribution assumption: employee only about $301,278 at 4% or $200,852 at 6%; with 50% employer match about $200,852 at 4% or $133,901 at 6%; with 100% employer match about $150,639 at 4% or $100,426 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-17$1,371,656$204,869$12,051iApproximate average salary by contribution assumption: employee only about $301,278 at 4% or $200,852 at 6%; with 50% employer match about $200,852 at 4% or $133,901 at 6%; with 100% employer match about $150,639 at 4% or $100,426 at 6%.
200210$687,239$144,965-
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-0$687,239$144,965-
2001120$671,142$145,065$7,253iApproximate average salary by contribution assumption: employee only about $181,331 at 4% or $120,888 at 6%; with 50% employer match about $120,888 at 4% or $80,592 at 6%; with 100% employer match about $90,666 at 4% or $60,444 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-20$671,142$145,065$7,253iApproximate average salary by contribution assumption: employee only about $181,331 at 4% or $120,888 at 6%; with 50% employer match about $120,888 at 4% or $80,592 at 6%; with 100% employer match about $90,666 at 4% or $60,444 at 6%.
2000115$664,125$144,253$9,617iApproximate average salary by contribution assumption: employee only about $240,422 at 4% or $160,281 at 6%; with 50% employer match about $160,281 at 4% or $106,854 at 6%; with 100% employer match about $120,211 at 4% or $80,141 at 6%.
Homer Bonner Jacobs Ortiz, P.A. 401(K) Plan-15$664,125$144,253$9,617iApproximate average salary by contribution assumption: employee only about $240,422 at 4% or $160,281 at 6%; with 50% employer match about $160,281 at 4% or $106,854 at 6%; with 100% employer match about $120,211 at 4% or $80,141 at 6%.